Team and access

Who sees what

1. Owner: everything, including billing and company settings.
2. Manager: like the owner, but no billing, company settings, or adding and removing owners.
3. Sales agent: their own booked visits, calendar and settings. No call recordings, and no other agents’ leads.
4. Call-center agent: only Needs a human, Call History (summaries) and their account.

Add a manager or call-center login

1. Open Team & Access and press Add a teammate.
2. Enter their name and email and pick the role.
3. Choose Email a set-password link so they pick their own password, or set one for them.

Add a sales agent

Sales agents are added on the Sales agents page, because they need services, ZIP codes and hours too. Step by step.

Passwords and removing a login

1. Anyone can reset their own password at hellosetter.com/reset-password.
2. Owners and managers can send a new set-password link from Team & Access or Sales agents.
3. Remove a login from Team & Access. It stops working straight away.